Tax Services
Share Trading &
Investment Tax
Shares, ETFs, crypto, managed funds — we help investors and traders navigate the tax implications and keep more of their returns.
Shares, ETFs, crypto, managed funds — we help investors and traders navigate the tax implications and keep more of their returns.
Investing can be complicated enough without worrying about the tax side. Between dividends, franking credits, capital gains, wash sales, and the difference between being an "investor" versus a "trader" — it's easy to get things wrong and either pay more tax than you should or end up on the wrong side of the ATO.
We specialise in helping share traders and investors get their tax right. Whether you're a long-term buy-and-hold investor, an active trader, or somewhere in between, we'll make sure your returns are reported correctly and you're claiming every deduction you're entitled to.
Comprehensive tax services for all your investment activities.
We prepare your tax return with all share transactions, capital gains, dividends, and franking credits reported correctly.
We calculate your capital gains and losses, apply the 50% CGT discount where eligible, and offset losses to minimise your tax.
We ensure you claim all franking credits attached to your dividends, potentially resulting in a tax refund even if you owe nothing.
Are you classified as a trader or investor for tax purposes? This affects how your profits are taxed and what you can claim. We'll work it out.
Bitcoin, Ethereum, altcoins — crypto is taxable. We track your transactions, calculate gains, and report everything correctly to the ATO.
We help you set up proper record keeping for your investments — cost bases, transaction records, and everything the ATO requires.
Our investment tax service is perfect for anyone with share market or crypto exposure:
Stop stressing about share trading tax. Let us handle the complexity while you focus on investing.